格隆汇8月15日丨彩星玩具(00869.HK)公布，公司于2025年上半年的全球营业额为港币1亿8,600万元 （2024年同期：港币4亿4,500万元），较去年同期减少58%。营业额减少乃由于：(i)未能如去年般受惠 于2024年三月上映「哥斯拉X金刚：新帝国」电影所带动，「哥斯拉X金刚」的产品付运量按预期回 落；(ii)「忍者龟」品牌并无大型娱乐活动推动，致使「忍者龟」产品系列需求放缓；及(iii)贸易紧张局 势加剧，令四月付运至美国市场的货品受到阻碍。于2025年上半年，股东应占净亏损为港币2,560万元 （2024年同期：净溢利港币9,150万元）。 ...

消息面上，彩星玩具发盈警，预期集团2025年6月30日止6个月的未经审核收入约1.86亿港元，相对于 2024年同期的收入为4.45亿港元；预期集团取得净亏损约2600万港元，相对于2024年同期净溢利9100万 港元。 本文源自：智通财经网 智通财经获悉，彩星玩具(00869)跌超3%，截至发稿，跌3.28%，报0.59港元，成交额120.01万港元。 董事会认为，收入减少主要是由于"哥斯拉X金刚"的产品付运量按预期回落；"忍者龟"品牌并无大型娱 乐活动推动，致使"忍者龟"产品系列需求放缓；及为配合即将推出的新产品做准备，产品开发、模具及 媒体制作费用增加；由于贸易紧张局势加剧，今年4月付运至美国市场的货品受到阻碍，并自今年第二 季起需支付对进口美国的商品所实施的关税等。 ...

Core Viewpoint - 彩星玩具 (00869) has issued a profit warning, expecting significant declines in revenue and net profit for the six months ending June 30, 2025 compared to the same period in 2024 [1] Financial Performance - The company anticipates unaudited revenue of approximately HKD 186 million for the six months ending June 30, 2025, down from HKD 445 million in the same period of 2024 [1] - The expected net loss is around HKD 26 million, contrasting with a net profit of HKD 91 million in the same period of 2024 [1] Reasons for Decline - The board attributes the revenue decrease primarily to a decline in product shipments for "Godzilla vs. Kong" [1] - The "Teenage Mutant Ninja Turtles" brand lacks major entertainment events to drive demand, leading to a slowdown in the product series [1] - Increased costs related to product development, molds, and media production in preparation for upcoming new products [1] - Trade tensions have hindered shipments to the U.S. market since April, and tariffs on imported goods to the U.S. have been implemented since the second quarter of this year [1]

Core Viewpoint - The company expects a significant decline in revenue and a net loss for the first half of 2025 compared to the same period in 2024, primarily due to various market and operational challenges [1] Revenue Summary - The company anticipates unaudited revenue of approximately HKD 186 million for the six months ending June 30, 2025, down from HKD 445 million in the same period of 2024 [1] - The decrease in revenue is attributed to the lack of a major film release like "Godzilla x Kong: New Empire" in March 2024, which previously boosted sales [1] - The demand for the "Teenage Mutant Ninja Turtles" product line has slowed due to the absence of significant entertainment events [1] Net Loss Summary - The company expects to incur a net loss of approximately HKD 26 million for the first half of 2025, compared to a net profit of HKD 91 million in the same period of 2024 [1] - Increased costs related to product development, molds, and media production in preparation for new product launches have contributed to the expected losses [1] Market and Trade Challenges - Trade tensions have intensified, causing delays in shipments to the U.S. market starting from April 2025, along with the introduction of tariffs on imported goods [1] - The company's treasury investments in listed securities yielded unrealized and realized net gains of approximately HKD 9 million, down from HKD 21 million in the same period of 2024 [1]

格隆汇8月4日丨彩星玩具(00869.HK)发布公告，截至2025年6月30日止六个月("该期间")，集团的未经审 核收入约港币1.86亿元，相对于2024年同期的收入为港币4.45亿元；预期集团录得净亏损约港币2600万 元，相对于2024年同期净溢利港币9100万元。 按年比较的主要原因是由于：(1)诚如上一份公布所披露，(A)收入减少原因是(i)不能如去年般受惠于 2024年3月上映"哥斯拉X金刚：新帝国"电影所带动，"哥斯拉X金刚"的产品付运量按预期回落；(ii)"忍 者龟"品牌并无大型娱乐活动推动，致使"忍者龟"产品系列需求放缓；及(B)为配合即将推出的新产品做 准备，产品开发、模具及媒体制作费用增加；(2)由于贸易紧张局势加剧，2025年4月付运至美国市场的 货品受到阻碍，并自2025年第二季起需支付对进口美国的商品所实施的关税；及(3)该期间集团库务投 资的上市证券出现未变现及已变现净收益约港币900万元，相对于2024年同期的未变现及已变现净收益 为港币2100万元。 ...